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  1. Is it time to cut back on pre-tax savings?
  2. Rental Property and Taxes Question
  3. Fidelity Full View down with Safari?
  4. Under the secure act, do you have to take >
  5. Asset Allocation Changes - Which Bond Funds
  6. Estimating Retirement expenses and taxes?
  7. Solo 401K In Plan Conversion to ROTH 1099?
  8. Clunky system at Oakmark
  9. ROTH timing question
  10. Wisdom of lump-sum distribution of 457 plan and IRAs?
  11. Poll:What % of your retirement stash is Taxable vs IRA, tIRA, 401k or Equivalents?
  12. Account Withdrawal Strategies
  13. Asset Allocations in Roth and Traditional?
  14. TurboTax question. I didn't use them in '18
  15. Cash Resources
  16. In the weeds (for me) tax questions
  17. When would you retire?
  18. I'm 4.2 million richer!
  19. Social Security website down?
  20. Will Fed Lower Interest Rates Jan 2020?
  21. NFCU tIRA CD - How to fund?
  22. RIP Kobe Bryant
  23. Budget list
  24. How long until sequence of returns risk no longer a concern?
  25. Roth IRA withdrawals
  26. Where oh where should the money go?
  27. Importing income on Turbotax
  28. Sick pay reimbursed in annuity- what to do
  29. House Rich and Cash Poor
  30. Credit card fraud
  31. Tax Planning
  32. The problem with the 4% retirement income rule
  33. BEWARE of Bank of America
  34. Handling of RSUs & Net Worth
  35. IRA WR Question
  36. 401K Employer Over Contribution Dilemma
  37. Stable fund vs 40/60 conservative Vanguard RE fund
  38. Help! Turbotax question re maturing TIPS
  39. Lifestyle creep delays early retirement update
  40. SEPP plan
  41. Capital One CD rates
  42. how would you account for these assets?
  43. Quicken Upgrade Question
  44. What is Best Value Premium Credit Card for Travel Benefits
  45. Another Passive Vs. Active Article - Baron's
  46. Got CSR? Pony Up Another Benjamin!
  47. A tool for maintaining your SWR?
  48. An email storm!
  49. My personal info hacked
  50. Buy 2019 H&R Block Federal + State Deluxe now or wait?
  51. Good preferred HELOC lenders
  52. Ford F150 transmission rupture
  53. How to ER with 100% savings in retirement accounts
  54. The Great Bond Party of 2019 Is Ending
  55. taking inherited IRA RMD ... monthly? yearly?
  56. DIY Term Life Insurance
  57. IRA for my son?
  58. Medicare premiums may help to itemize your taxes
  59. Three to Five Year Money? Where do you stash?
  60. After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?
  61. FIRE Cash Flow Projection
  62. H&R Block 2019 tax program in the mail?
  63. Rolling TIRA accounts to 401K, small change remaining
  64. Setting up my Retirement Paycheck
  65. Buying Income for Seven Years
  66. Spend or save
  67. Roth contribution eligibility question
  68. Financial Fraud Interview
  69. OK Got Some Money - Now What?
  70. Block Online and ACA shared policy allocation
  71. Who changed it to 20%
  72. CBD Product Investment Opportunities ?
  73. ER spend down strategy from ages 59-65
  74. Is this draw down method sane?
  75. Sometimes I wonder do I want a social security raise?
  76. County Assessed a Late Fee, but Never Sent Me a Tax Bill
  77. SPIA vs. Muni Money
  78. Viewing Quarterly Dividends at Fidelity?
  79. Basic Social Security question
  80. Back door Roth: did I miss some steps?
  81. I guess lotteries really are a tax on people bad at math
  82. Time to take the landlord to court?
  83. Probability of Success at varying % Equity AA
  84. Eight centuries of global real interest rate decline
  85. Oops! Forgot to report income in 2017 and 2018
  86. Callan Periodic Table 2019
  87. Seeking feedback on next financial move...
  88. Looking for a tax efficiency calculator
  89. 100% Roth for the next 30-40 yrs possible?
  90. World Debt increase
  91. Stopping Social Security
  92. Ease of CD management with online banks
  93. Pay Provider or reimburse yourself from the HSA?
  94. Create a business to fund relative's kid
  95. Portfolio Required v Equity Asset Allocation
  96. Box 3 SS wages not same as gross income
  97. Books for Retirement Money Management/Decumulation
  98. New Retiree/Need a Withdrawal Strategy/Suggestions?
  99. ACA cliff question - please check my math
  100. Special Bank Deals
  101. Society for Financial Awareness
  102. Bond fund vs. money market for medium-term svgs?
  103. Hiring an Adviser or not, totally confused ?
  104. The Ten Commandments of Investing
  105. WSJ Silliness
  106. Proving Estimated Income for ACA Subsidy
  107. attempted bank hack "you have a secure message"
  108. 529 Owner transfer
  109. How do I model and fixed and variable portfolio spending?
  110. This is a big decision. Help me make the right one!
  111. Help me spend money
  112. Social Security for Widow
  113. Tax Loss Harvesting Strategies for Retirees
  114. Full Blown Iran-US WAR - are you reallocating assets ? Black Swan year ?
  115. The 4 biggest fears about firing your financial adviser
  116. Free TurboTax Premier 2019 for some Fidelity clients
  117. Advice on how to get best interest on "safe" part of retirement funds?
  118. Don't use a comma in i-orp (i-orp error message)
  119. An Issue You Would Not Expect with LTC Premiums
  120. Budgeting for Big, Non-Annual Expenses
  121. Fidelity Visa Fraudulent Charge
  122. Tax extenders
  123. ACA MAGI: Living off of dividends vs LTCG
  124. Tax question on depreciation
  125. What do you think of Schwab Intelligent Income?
  126. TaxSlayer software
  127. What would be the examples for once-per-year-rollover-rule?
  128. What is your Asset Allocation if you have no pension?
  129. How do you think of yourself as an investor?
  130. monte carlo
  131. Fidelity Account Hacked
  132. IRA and 401K deduction
  133. Changing investments
  134. Help with My Tax Rates
  135. ACA Income Level estimate
  136. Rolling spouse's 401(k) into Vanguard IRA
  137. Is my investment strategy a good one?
  138. Keeping Cards Active and Paying Before the Bill Comes
  139. RMD question on paying taxes
  140. Withdrawal Strategy for My Parents - 401k, IRAs
  141. Selling funds at Vanguard
  142. Clarification on capital gains tax rates
  143. Do you withhold taxes on dividends?
  144. Is compound interest stronger than the Force?
  145. 2020 Planned Spending (nothing like our first 65 years)
  146. 2020 Investment Performance Thread
  147. Pay off rental property for cash flow or invest in the market
  148. Rebalance Day
  149. 2019 Spending Summary and Analysis
  150. Changes to IRS Free File program
  151. When to reinvest
  152. IRA pull today 2019 or 2020?
  153. 2019, the year you couldn't lose money if you tried
  154. Help pick ETF or Mutual Fund for HSA at FIDO
  155. basic capital gains tax question
  156. Online Social Security Application - Time Until First Payment
  157. Anyone using MoneyDance as a Quicken Substitute
  158. Question about company going private
  159. Annual Social Security adjustment
  160. pay off debt before retirement
  161. Mortgage lender gave me an Xmas Gift
  162. Keep TIRA for QCD charitable giving, vs ROTH conversion
  163. Determining Qualified Dividends
  164. Roth Beneficiaries
  165. Self Employment Health Insurance Deduction
  166. Decision - sell Vanguard IRA, buy Fidelity IRA?
  167. Just because Christmas and winter and first world problems
  168. Inequality with my kids--how to handle
  169. Best CD, MM Rates & Bank Special Deals Thread 2020 - Please post updates here
  170. No 2020 inflation adjustments for over age 65 extra standard deductions ??
  171. Need some situation analysis/advice
  172. TurboTax disc $54.88, download $69.99. What?
  173. If your household earned less than $66,000 in 2018, you can file taxes for free
  174. Amex Website changes ....
  175. Climbing the wealth ladder
  176. Conversion from Survivor to Personal SSB
  177. IRA Minimum Distribution for recently Opened Account
  178. Roth Conversion & Contributions in same account?
  179. Class of 2013: still kicking!
  180. Roth conversion and tax bracket
  181. Bank of America - Are You Nuts?
  182. How much to plan?
  183. Mystery scam at Christmas time
  184. Anyone Reaching FRA in 2020, Decisions on SS.
  185. Looking back @ 2019 Bear Market
  186. A bunch of interesting graphs to pass the time
  187. Does anyone have experience with self-directed IRA?
  188. Yet Another Roth Conversion Question
  189. Santa brought me Identity Theft for x-mass this year
  190. Chevy Impala
  191. Question re: Roth Conversion and Estimated Taxes
  192. Roth conversion impact on LTCG tax
  193. Your 2020 prediction for SP500
  194. S&P 500 Fund Question
  195. Non-deductible IRA money for Roth conversion
  196. First Roth IRA conversion questions ?
  197. Becoming a believer in my Fixed Income Allocation... maybe
  198. Can my son contribute 401K in full, and a Roth IRA?
  199. Poll: Annual Roth Conversion Timing?
  200. New Inherited IRA and 401(k) rules
  201. Is an UNFUNDED ROTH real Roth
  202. Monte Carlo vs Spreadsheet
  203. Financial Samurai Can't Afford FIRE Anymore
  204. a savage defintion of Investing vs. Speculation risk
  205. Long Term Care Insurance
  206. Anyone with Guaranteed Universal Life Insurance (GUL)?
  207. Calculating tax on SS benefits
  208. Shifting from automatic reinvestment in taxable funds to cash distribution
  209. BIL asking us to send $ to MIL
  210. Accelerating the Roth Conversion?
  211. Personal fire plan
  212. Living Trust and disbursement to kids after death
  213. Anyone have experience with Crawford Investments?
  214. ETrade vs Fidelity - and Sign On Bonus
  215. International Fire - Your Experiences
  216. Positive Outlook Going in 2020
  217. yet another 55 rule question
  218. Sheltering IRA money
  219. New Self Management Stock Suggestions
  220. Minimum Dignity Floor
  221. Realistic Investment returns: 7-10 years
  222. HSA in Retirement
  223. Seeking advise on New Annuity investments
  224. The Rule of 55 and a ROTH 401k
  225. MAGI, Social Security and ACA Subsidy questions
  226. My first Roth conversion - advice
  227. My Social Security problem
  228. Taxable Account Advise Needed/Where to Go?
  229. Starting Roth IRA after retirement
  230. 5 tricky retirement taxes boomers should watch out for
  231. "Bank Error in Your Favor"
  232. Capital Gains Distributions not a good income stream?
  233. Another car puzzle
  234. Have a fund that Fidelity won't accept. Strategies?
  235. Taking SS at age 62
  236. Pension lump sum payout .. taxable event?
  237. Inherited IRA screw up
  238. Roth Conversion Methods
  239. A new way make sure your parents don't outlive their money
  240. There's a new W4 Form for 2020 (We are STILL SO Stupid)
  241. Helping spouse understand my brilliance
  242. surprised today
  243. I am amazed
  244. Anyone ask for retention bonus to stay longer?
  245. Self-sabotaging FIRE - A PostSecret-like confession
  246. New IRS tax brackets for 2020
  247. Formula for Tax on Withdrawals
  248. Mortality Pool in a Mutual Fund
  249. Inherited IRA RMD Question
  250. Tax question on sale of rental property